Check payment status before following up on a fundraising record
Get the transaction result and any processing issue into view before deciding what follow-up a fundraising record needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
Why this helps
A fundraising handoff can stall when the relationship owner cannot tell whether a payment completed or needs attention.
- Retrieve transaction status and available error details.
- Give the relationship owner clearer context for the next step.
- Avoid guessing when a transaction ID is missing or unknown.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Blackbaud once in the Notis portal.
- 2Create an automation that uses a supplied transaction ID to retrieve payment details and summarize the result for the related Affinity record.
- 3Choose a Notis webhook as the trigger and arrange for an HTTP request to start it with the transaction ID.
- 4Choose where run reports should go.
- 5Test with one real transaction ID and review the returned status.
Questions about this workflow
Can this find a transaction from an Affinity contact?
The available action requires a transaction ID. The request must provide one or the prompt must obtain it from a reliable source.
Does it retry or refund failed payments?
No. The action retrieves transaction details; it does not retry or refund a payment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Blackbaud. A trigger fires from one place; an action lands in another.
Affinity triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieve the details of a gift by its identifier.
Get Membership Details
Retrieve the details and status of a membership.
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
OneRoster OAuth2 Base API
Fetch OAuth configuration or public keys, or obtain an access token.
Connect any two apps with Notis in the middle.
Affinity and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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